CIK: 0001544224
Total reported value
$464.3M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 17.58% | — | +3.18% | |
| 2 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 14.38% | — | +0.65% | |
| 3 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 13.51% | — | +10.19% | |
| 4 | VNQ | Vanguard Real Estate ETF | ETF-Other | 8.17% | — | +13.00% | |
| 5 | IWV | Ishares Russell 3000 ETF | ETF-Other | 7.96% | — | -2.31% | |
| 6 | USRT | Ishares Core US Reit ETF | ETF-Other | 7.50% | — | +0.41% | |
| 7 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 5.45% | — | +5.60% | |
| 8 | IXUS | Ishares Core Intl Stock ETF | ETF-Other | 3.78% | — | -0.33% | |
| 9 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.51% | — | +0.25% | |
| 10 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 3.47% | — | +0.39% | |
| 11 | IYR | Ishares US Real Estate ETF | ETF-Other | 3.47% | — | -0.35% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.86% | — | +2.13% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.70% | — | +1.63% | |
| 14 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.04% | — | — | |
| 15 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 1.33% | — | — | |
| 16 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.86% | — | +0.41% | |
| 17 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.33% | — | — | |
| 18 | GLD | Spdr Gold Shares | ETF-Commodities | 0.30% | — | -28.61% | |
| 19 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.30% | — | +0.08% | |
| 20 | VV | Vanguard Large-cap ETF | ETF-Other | 0.20% | — | +0.43% | |
| 21 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.19% | — | -18.17% | |
| 22 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.06% | — | +0.20% | |
| 23 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.05% | — | — |